Agency Buy-Sell-Retire Workshop

Practical Steps to Strengthen Your Agency Today, and Prepare for the Future

April 21-22, 2026 • The Gleacher Center • Chicago, IL

Many agency owners aren’t actively planning to sell or retire. They are thinking about pipeline, profitability, and how to win stronger new business in a tougher environment. What often gets overlooked is that the same things that help you win better clients today also put you in a powerful position when you’re ready to sell, retire, or transition leadership. That’s the focus of the Buy-Sell-Retire Workshop.

This is a hands-on, practical workshop designed to strengthen your agency now while intentionally positioning it for the future.

Plan Ahead
to protect
your interests

Navigate Every Step
from due diligence
to closing

Maximize the Value
of your agency
or acquisition

Create Win-Win
outcomes for
all parties

Even if a sale, acquisition, or succession isn’t immediate, planning now ensures your agency is positioned for long-term success, and improves performance today.

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What We’ll Cover

Agency Valuation Snapshot

Understand what really drives an agency’s value for both sellers and buyers.

Value Driver Assessment

Identify operational, financial, and strategic factors that increase value and growth potential.

Operational Readiness

Evaluate processes, contracts, staffing, and risk areas that impact transition success.

Exit & Entry Options Review

Explore selling, retiring, internal succession, or buying an agency to accelerate growth.

Agency Prospectus & Storytelling

Learn how to craft and present your agency’s story to attract buyers or strategic partners.

Due Diligence Checklist

Know what buyers and sellers look for in documentation, metrics, and operations.

Buyer & Seller Mindset

Understand the emotions and personal drivers shaping buyer and seller decisions.

Buyer & Seller Q&A Preparation

Anticipate questions and concerns to address them confidently and build trust.

These exercises will help you improve client wins, margins, and operational insight, the same things that make your agency more valuable down the road.

Benefits for Every Attendee

Owners/Sellers	Buyers / Acquirers	Successors / Internal Leaders
Clarify your agency’s value and transition readiness	Understand how acquisitions build equity and fuel growth	Understand what successful ownership transition requires
Maximize value while strengthening performance today	Assess value drivers and operational readiness	Evaluate growth opportunities aligned to your goals
Feel confident in your next chapter, with your agency and team well positioned	Find ideal acquisition targets and structure deals for success	Gain clarity on readiness, responsibilities, and next steps

Workshop Highlights

Exercises for owners, buyers, and successors
Ready-to-use tools, templates, and checklists
Agency positioning and presentation insights
Operational, financial, and strategic guidance
Planning for transitions and acquisitions

Focus on today’s performance while preparing for tomorrow’s opportunities.

Facilitators

Laurie Mikes
COO, Second Wind

Bryan Earnest
President & CEO
Amperage Marketing & Fundraising

Ready to Plan Your Next Move?

Secure your spot in the Agency Buy-Sell-Retire Workshop and gain the clarity, tools, and confidence to navigate your next move.

Members: $1495 per person | Non-Members: $1795 per person

Registration is limited to 35 attendees so be sure to register early!

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